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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1901
Partnership Wealth Management
Maryland
$910K
IP
1902
Ignite Planners
California
$907K +$138K +448 +17%
PFGIA
1903
Patriot Financial Group Insurance Agency
Massachusetts
$907K -$25.3K -82 -3%
GM
1904
GeoWealth Management
Illinois
$906K -$18.5K -60 -2%
AGWCA
1905
Annis Gardner Whiting Capital Advisors
Florida
$903K +$90.9K +295 +11%
OHWA
1906
Oak Hill Wealth Advisors
Virginia
$903K
HWP
1907
Highline Wealth Partners
California
$903K +$3.39K +11 +0.4%
JWM
1908
Jeppson Wealth Management
California
$903K -$308 -1 -0%
SAM
1909
S.A. Mason
Michigan
$903K
OWP
1910
ORG Wealth Partners
Texas
$902K +$33.6K +109 +4%
PA
1911
Prossimo Advisors
California
$902K -$157K -510 -14%
AA
1912
Armis Advisers
Georgia
$902K +$167K +542 +22%
BMWM
1913
Brown Miller Wealth Management
Virginia
$900K +$617 +2 +0.1%
SRL
1914
Scientech Research LLC
New Jersey
$900K +$949K +3,079 New
WCM
1915
WealthBridge Capital Management
Ohio
$898K +$22.8K +74 +2%
RIG
1916
Renaissance Investment Group
Massachusetts
$897K -$35.5K -115 -4%
FAB
1917
First American Bank
Illinois
$896K -$1.85K -6 -0.2%
WB
1918
West Bancorporation
Iowa
$892K
VFM
1919
Vision Financial Markets
Connecticut
$892K +$308 +1 +0%
HCM
1920
Hodges Capital Management
Texas
$892K -$1.1M -3,575 -54%
BBNB
1921
Baker Boyer National Bank
Washington
$891K
CWM
1922
Core Wealth Management
Florida
$889K -$12.3K -40 -1%
LF
1923
LifePlan Financial
Minnesota
$888K -$20K -65 -2%
AIP
1924
Almanack Investment Partners
Pennsylvania
$888K +$191K +618 +26%
CCM
1925
Chiron Capital Management
Florida
$884K -$186K -604 -17%